Institutional Ownership Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT). We have compiled data on the 341 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
461
shares
|
$15,471
0.0% of portfolio
|
Q3 2024
Added 146.52%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
444
shares
|
$14,900
0.02% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
429
shares
|
$14,397
0.0% of portfolio
|
Q2 2024
Added 97.7%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
395
shares
|
$13,256
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
384
shares
|
$12,887
0.0% of portfolio
|
Q2 2024
Reduced 53.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
340
shares
|
$11,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
337
shares
|
$11,309
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
313
shares
|
$10,504
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
269
shares
|
$9,027
0.0% of portfolio
|
Q3 2024
Reduced 77.49%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
259
shares
|
$8,692
0.0% of portfolio
|
Q2 2024
Reduced 20.55%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
252
shares
|
$8,457
0.0% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
229
shares
|
$7,685
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
161
shares
|
$5,403
0.0% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
160
shares
|
$5,369
0.0% of portfolio
|
Q3 2024
Added 113.33%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
152
shares
|
$5,101
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
106
shares
|
$3,557
0.0% of portfolio
|
Q1 2023
Added 6.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
103
shares
|
$3,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
94
shares
|
$3,154
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
84
shares
|
$2,819
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
83
shares
|
$2,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
61
shares
|
$2,047
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
48
shares
|
$1,610
0.0% of portfolio
|
Q3 2024
Added 860.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
47
shares
|
$1,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
47
shares
|
$1,577
0.0% of portfolio
|
Q4 2023
Reduced 86.61%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$1,342
0.0% of portfolio
|
Q2 2022
Reduced 73.33%
|